Website form to CRM + follow-up

Leads that wait a day go cold. This flow takes every form submission from your website, creates the contact in your CRM, tags the source, and sends a personal first reply within two minutes, written from the details they gave you.

Form→HubSpot→Gmail

Try the live demo ↓

flow: website-form-to-crmrunning

WEB
Form submitted
Works with Typeform, Tally, Webflow, WordPress and most form tools.
0.0s
CRM
Contact created
No duplicates: existing contacts are updated, not re-created.
1.1s
AI
Reply drafted
A short first reply that refers to what they actually asked.
2.2s
✉
Sent from your inbox
Goes out from your own email address so replies come back to you.
done

3.3sReply time

0Manual steps

24/7Coverage

Live demo

Try it with your own example

Change the sample details and press Run. The demo runs in your browser with the details you type. Nothing is sent or saved.

demo: website-form-to-crmready

WEB
Form submitted
Works with Typeform, Tally, Webflow, WordPress and most form tools.
CRM
Contact created
No duplicates: existing contacts are updated, not re-created.
AI
Reply drafted
A short first reply that refers to what they actually asked.
✉
Sent from your inbox
Goes out from your own email address so replies come back to you.

What's included

Set up on your own accounts by us
Tested on real examples from your business
Error alerts if a step ever fails
Plain-English handbook and a walkthrough video
14 days of fixes after go-live

What you need

A website form
A CRM or Google Sheet
Gmail or Outlook

Don't have one of these yet? We can set it up with you during the build.

FAQ

About this automation

Can I approve the email before it sends?

Yes. You can choose instant sending or a one-tap approval in Slack or WhatsApp.

Website form to CRM + follow-up

Form submitted

Contact created

Reply drafted

Sent from your inbox